A detailed history of 180 Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, 180 Wealth Advisors, LLC holds 10,112 shares of CRM stock, worth $3.46 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
10,112
Previous 10,117 0.05%
Holding current value
$3.46 Million
Previous $2.6 Million 6.38%
% of portfolio
0.44%
Previous 0.44%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$238.42 - $276.53 $1,192 - $1,382
-5 Reduced 0.05%
10,112 $2.77 Million
Q2 2024

Jul 16, 2024

SELL
$218.01 - $304.74 $307,612 - $429,988
-1,411 Reduced 12.24%
10,117 $2.6 Million
Q1 2024

Apr 15, 2024

BUY
$251.12 - $316.88 $17,578 - $22,181
70 Added 0.61%
11,528 $3.47 Million
Q4 2023

Jan 24, 2024

BUY
$196.25 - $267.25 $115,002 - $156,608
586 Added 5.39%
11,458 $3.02 Million
Q3 2023

Oct 31, 2023

BUY
$202.49 - $234.37 $237,925 - $275,384
1,175 Added 12.12%
10,872 $2.2 Million
Q2 2023

Jul 11, 2023

SELL
$188.89 - $223.38 $252,357 - $298,435
-1,336 Reduced 12.11%
9,697 $2.05 Million
Q1 2023

Apr 07, 2023

BUY
$134.8 - $199.78 $116,871 - $173,209
867 Added 8.53%
11,033 $2.2 Million
Q4 2022

Feb 02, 2023

BUY
$128.21 - $165.27 $292,318 - $376,815
2,280 Added 28.91%
10,166 $1.35 Million
Q3 2022

Oct 12, 2022

SELL
$143.84 - $191.27 $174,477 - $232,010
-1,213 Reduced 13.33%
7,886 $1.13 Million
Q2 2022

Jul 11, 2022

BUY
$155.6 - $218.85 $69,708 - $98,044
448 Added 5.18%
9,099 $1.53 Million
Q1 2022

Apr 22, 2022

BUY
$190.54 - $255.46 $111,656 - $149,699
586 Added 7.27%
8,651 $1.66 Million
Q4 2021

Jan 26, 2022

BUY
$247.21 - $309.96 $232,130 - $291,052
939 Added 13.18%
8,065 $1.76 Million
Q3 2021

Oct 28, 2021

BUY
$237.55 - $285.63 $12,827 - $15,424
54 Added 0.76%
7,126 $2.08 Million
Q2 2021

Aug 13, 2021

BUY
$210.54 - $246.26 $13,474 - $15,760
64 Added 0.91%
7,072 $1.72 Million
Q1 2021

May 25, 2021

BUY
$205.33 - $248.59 $201,018 - $243,369
979 Added 16.24%
7,008 $1.56 Million
Q4 2020

Jan 27, 2021

BUY
$220.15 - $267.07 $62,522 - $75,847
284 Added 4.94%
6,029 $1.31 Million
Q3 2020

Oct 23, 2020

SELL
$185.51 - $281.25 $17,994 - $27,281
-97 Reduced 1.66%
5,745 $1.47 Million
Q2 2020

Jul 21, 2020

BUY
$134.06 - $191.65 $105,639 - $151,020
788 Added 15.59%
5,842 $1.1 Million
Q1 2020

Apr 09, 2020

SELL
$124.3 - $193.36 $21,255 - $33,064
-171 Reduced 3.27%
5,054 $679,000
Q4 2019

Jan 17, 2020

SELL
$142.33 - $164.98 $14,659 - $16,992
-103 Reduced 1.93%
5,225 $946,000
Q3 2019

Oct 22, 2019

BUY
$139.72 - $159.97 $41,776 - $47,831
299 Added 5.95%
5,328 $796,000
Q2 2019

Aug 05, 2019

SELL
$145.1 - $165.96 $14,219 - $16,264
-98 Reduced 1.91%
5,029 $758,000
Q1 2019

May 14, 2019

SELL
$130.4 - $166.95 $66,243 - $84,810
-508 Reduced 9.02%
5,127 $804,000
Q3 2018

Nov 14, 2018

BUY
$137.15 - $160.43 $14,126 - $16,524
103 Added 1.86%
5,635 $896,000
Q2 2018

Aug 08, 2018

SELL
$115.3 - $139.8 $26,057 - $31,594
-226 Reduced 3.92%
5,532 $755,000
Q1 2018

Jun 01, 2018

SELL
$104.03 - $127.99 $8,530 - $10,495
-82 Reduced 1.4%
5,758 $670,000
Q4 2017

Feb 13, 2018

BUY
$93.94 - $108.8 $548,609 - $635,392
5,840
5,840 $597,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • Description
  • Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...
More about CRM
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